See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,811 | $197,591-7.0% | $177,821+3.4% | $158,922+15.7% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 17.44% | 58.76%-41.3pp | 48.32%-30.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,676 | $6,697+29.5% | $5,918+46.6% | $4,761+82.2% |
| Participant deferral / active EE | $7,390 | $8,405-12.1% | $7,714-4.2% | $5,982+23.5% |
| Admin fee / account holder | $16,754 | $15,399+8.8% | $12,427+34.8% | $11,246+49.0% |